Responsibilities

• Manage the firm’s relationship with a major client in the financial services industry, acting as a key point of contact both internally within the firm and directly with the client.
• Partner with internal stakeholders to develop, maintain, and execute a strategic client plan.
• Identify opportunities to deepen the client relationship and propose creative, strategic approaches to expand engagements.
• Serve as a central communicator for the Client team - sharing updates, guiding meetings, and organizing agendas, notes, and action items.
• Plan and execute internal and external client meetings, client-facing events, CLE programs, sponsorships, and other initiatives that strengthen the client relationship.
• Assist with panel management and formal and informal pitch opportunities, including preparing teams for pitch presentations and ensuring that pitch documents reflect key messages for developing the client relationship.
• Support client service excellence through reporting, client feedback, and collaboration with internal teams on billing, guidelines, conflicts, and operational needs.
• Partner with internal stakeholders to develop detailed plans for legal matters, including timelines, milestones, budgets, and resource requirements.
• Track budgets including, but not limited to, deliverables, assumptions, generating reports, and escalating activities when there are material changes in scope or status.
• Monitor internal teams for adherence to client billing guidelines when opening new matters, processing client invoices, reviewing time entries for accuracy, and compliance with billing guidelines.

Requirements

• Seven (7)+ years of relevant experience required; Law firm of similar professional services experience preferred.
• Account management / PMO experience, with advanced knowledge of project management methodology.
• Experience of client-facing project management.
• Experience with scoping, budgeting, project planning, workflow management, post-matter reviews.
• Bachelor’s degree or equivalent experience in marketing, account management, or related field preferred; Project management qualification is desirable.
• Strategically and commercially minded with the ability to translate emerging business issues and developments into opportunities to drive client growth.
• Experience coordinating budgets for a multi‑matter portfolio and partnering with the Finance department.
• Deep knowledge of law firm management metrics, and how day-to-day legal practice interacts with those metrics.
• Familiarity with outside counsel guidelines and timekeeping standards that drive billing compliance.
• Ability to troubleshoot and analyze data.

Preferred

• Technical skills including advanced Excel, PowerBI (or comparable), HighQ Collaborate, and Smartsheet (or Planner) highly desirable.

Benefits

• Employees in this role are also eligible for benefits offered by the firm, subject to applicable plan terms and conditions, which currently include medical, dental, and vision insurance; a 401(k) retirement plan; and paid time off.